Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Portfolio holdings

AUM $33.2B
1-Year Est. Return 16.13%
This Quarter Est. Return
1 Year Est. Return
+16.13%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$16.3B
AUM Growth
+$138M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4,681
New
Increased
Reduced
Closed

Top Buys

1
+$197M
2
+$164M
3
+$102M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$95M
5
USIG icon
iShares Broad USD Investment Grade Corporate Bond ETF
USIG
+$82.7M

Top Sells

1
+$175M
2
+$135M
3
+$116M
4
IYW icon
iShares US Technology ETF
IYW
+$99.4M
5
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$76.8M

Sector Composition

1 Technology 6.45%
2 Healthcare 3.94%
3 Financials 3.64%
4 Consumer Discretionary 2.36%
5 Industrials 2.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
3351
$6K ﹤0.01%
88
3352
$6K ﹤0.01%
243
3353
$6K ﹤0.01%
182
+26
3354
$6K ﹤0.01%
10
3355
$6K ﹤0.01%
800
3356
$6K ﹤0.01%
1,368
+398
3357
$6K ﹤0.01%
349
+158
3358
$6K ﹤0.01%
293
+134
3359
$6K ﹤0.01%
178
3360
$6K ﹤0.01%
259
-104
3361
$6K ﹤0.01%
1,185
+84
3362
$6K ﹤0.01%
586
-739
3363
$6K ﹤0.01%
+126
3364
$6K ﹤0.01%
501
+1
3365
$6K ﹤0.01%
175
+23
3366
$6K ﹤0.01%
449
-61
3367
$6K ﹤0.01%
114
+91
3368
$6K ﹤0.01%
199
-56
3369
$6K ﹤0.01%
55
-10
3370
$6K ﹤0.01%
1,863
3371
$6K ﹤0.01%
721
3372
$6K ﹤0.01%
282
-195
3373
$6K ﹤0.01%
573
-104
3374
$6K ﹤0.01%
300
3375
$6K ﹤0.01%
2,000
133 134
135
136 137